401k Plan data: TALL TREE INVESTMENT MANAGEMENT, LLC 401(K) PLAN plan

TALL TREE INVESTMENT MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan Name	TALL TREE INVESTMENT MANAGEMENT, LLC 401(K) PLAN
Plan identification number	001

TALL TREE INVESTMENT MANAGEMENT, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TALL TREE INVESTMENT MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: TALL TREE INVESTMENT MANAGEMENT, LLC

Employer identification number (EIN): 743147384

NAIC Classification: 523900

Additional information about TALL TREE INVESTMENT MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 3985044

More information about TALL TREE INVESTMENT MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TALL TREE INVESTMENT MANAGEMENT, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 FRANK SHERROD 2024-07-19 FRANK SHERROD 2024-07-19
001 2022-01-01 FRANK SHERROD 2023-04-18 FRANK SHERROD 2023-04-18
001 2021-01-01 FRANK SHERROD 2022-07-07 FRANK SHERROD 2022-07-07
001 2021-01-01 FRANK SHERROD 2022-07-07 FRANK SHERROD 2022-07-07
001 2021-01-01 FRANK SHERROD 2022-07-07 FRANK SHERROD 2022-07-07
001 2021-01-01 FRANK SHERROD 2022-07-07 FRANK SHERROD 2022-07-07
001 2021-01-01 FRANK SHERROD 2022-07-07 FRANK SHERROD 2022-07-07
001 2021-01-01 FRANK SHERROD 2022-07-07 FRANK SHERROD 2022-07-07
001 2020-01-01 FRANK SHERROD 2021-10-08 FRANK SHERROD 2021-10-08
001 2019-01-01 FRANK SHERROD 2020-10-06 FRANK SHERROD 2020-10-06
001 2018-01-01 FRANK SHERROD 2019-10-11 FRANK SHERROD 2019-10-11
001 2017-01-01 FRANK SHERROD 2018-10-15 FRANK SHERROD 2018-10-15
001 2016-01-01 FRANK SHERROD 2017-10-16 FRANK SHERROD 2017-10-16
001 2015-01-01 FRANK SHERROD 2016-10-13 FRANK SHERROD 2016-10-13
001 2014-01-01 FRANK SHERROD 2015-10-06 FRANK SHERROD 2015-10-06
001 2013-01-01 FRANK SHERROD 2014-09-23 FRANK SHERROD 2014-09-23
001 2012-01-01 FRANK SHERROD 2013-10-10 FRANK SHERROD 2013-10-10
001 2011-01-01 FRANK SHERROD 2012-10-11 FRANK SHERROD 2012-10-11
001 2010-01-01 FRANK SHERROD 2011-10-07 FRANK SHERROD 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	FRANK SHERROD	2024-07-19	FRANK SHERROD	2024-07-19
001	2022-01-01	FRANK SHERROD	2023-04-18	FRANK SHERROD	2023-04-18
001	2021-01-01	FRANK SHERROD	2022-07-07	FRANK SHERROD	2022-07-07
001	2021-01-01	FRANK SHERROD	2022-07-07	FRANK SHERROD	2022-07-07
001	2021-01-01	FRANK SHERROD	2022-07-07	FRANK SHERROD	2022-07-07
001	2021-01-01	FRANK SHERROD	2022-07-07	FRANK SHERROD	2022-07-07
001	2021-01-01	FRANK SHERROD	2022-07-07	FRANK SHERROD	2022-07-07
001	2021-01-01	FRANK SHERROD	2022-07-07	FRANK SHERROD	2022-07-07
001	2020-01-01	FRANK SHERROD	2021-10-08	FRANK SHERROD	2021-10-08
001	2019-01-01	FRANK SHERROD	2020-10-06	FRANK SHERROD	2020-10-06
001	2018-01-01	FRANK SHERROD	2019-10-11	FRANK SHERROD	2019-10-11
001	2017-01-01	FRANK SHERROD	2018-10-15	FRANK SHERROD	2018-10-15
001	2016-01-01	FRANK SHERROD	2017-10-16	FRANK SHERROD	2017-10-16
001	2015-01-01	FRANK SHERROD	2016-10-13	FRANK SHERROD	2016-10-13
001	2014-01-01	FRANK SHERROD	2015-10-06	FRANK SHERROD	2015-10-06
001	2013-01-01	FRANK SHERROD	2014-09-23	FRANK SHERROD	2014-09-23
001	2012-01-01	FRANK SHERROD	2013-10-10	FRANK SHERROD	2013-10-10
001	2011-01-01	FRANK SHERROD	2012-10-11	FRANK SHERROD	2012-10-11
001	2010-01-01	FRANK SHERROD	2011-10-07	FRANK SHERROD	2011-10-07

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Company Name:	TALL TREE INVESTMENT MANAGEMENT, LLC
Employer identification number (EIN):	743147384
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	3985044